2023 Form 5500 filing — Medallies, Inc. Profit Sharing Plan And Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004130924NAL0022781042001) for Medallies, Inc. Profit Sharing Plan And Trust, reported by Medallies, Inc. under EIN 22-3784825 and plan number 001. It reports 72 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,378,154
Participants72
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004130924NAL0022781042001
Plan sponsor
Medallies, Inc.
EIN
22-3784825
Plan number
001
Location
Fishkill, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$866.7K
Benefits paid / distributions$866.6K
Contributions
Employer$185K
Participant$246.7K
Full reported line items
Total assets (EOY)
$8,378,154
Total liabilities (EOY)
$0
Net assets (EOY)
$8,378,154
Employer contributions
$184,959
Participant contributions
$246,700
Total income / additions
$1,971,243
Benefits paid
$866,581
Administrative expenses
$88
Total expenses
$866,669
Net increase / (decrease)
$1,104,574

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004130924NAL0022781042001 cover?
It is the 2023 Form 5500 filing for Medallies, Inc. Profit Sharing Plan And Trust, reported by Medallies, Inc. (EIN 22-3784825).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages